JRHOX Mutual Fund Analysis & Holdings | MarketXLS

JRHOX Mutual Fund

NAV$9.94

AUM$1.3B

TER0.41%

Holdings36

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JRHOX Mutual Fund

NAV$9.94

John Hancock Funds II 2030 Preservation Blend Portfolio Class 1

AUM$1.3B

TER0.41%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JRHOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JRHOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JRHOX Mutual Fund Overlap Analysis

JRHOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JRHOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, JRHOX may share significant positions with broad-market funds.

JRHOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JRHOX tax-loss harvesting finds highly correlated but non-identical funds.